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April 18, 2025
Question

I have both a ROTH and IRA withdrawals. I have two 1099’s from the same company. I do not know which is which

  • April 18, 2025
  • 1 reply
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How do I tell the difference between my IRA simple 1099 and my ROTH 1099?

1 reply

April 18, 2025

The distribution code in box 7 may give you the answer since certain codes are tied specifically to Roth IRA distributions.

 

See the following TurboTax help article to learn more:

 

What do all the codes in Box 7 of the 1099-R mean?
 

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